Branch Service Executive (Banking)

Responsibilities

• Service Excellence
• Service Zone (Non-Cash): Act as a digital advocate, educating and assisting individual and corporate customers with e-form submissions, self-serve kiosks, and mobile banking applications.
• Cash Zone (Over-the-Counter): Handle cash transactions that cannot be completed through digital or self-serve channels.
• Issue Ownership: Promptly respond to customer queries, take ownership of escalated or complex issues, and effectively resolve or escalate them as needed.
• Business Advisory & Sales Driving
• Needs Identification: Engage walk-in customers and conduct outbound calls to identify their financial goals and banking needs.
• Product Advisory: Provide tailored financial solutions across all customer segments, including digital tools (e.g.,Bank App), corporate loans, housing loans, and deposit acquisition.
• Account Opening: Support and perform the full account opening process, guiding customers seamlessly through both physical and digital onboarding.
• Branch Operations & Risk Compliance
• Administration: Assist with daily branch operations, including checking account opening documents, administrative duties, and back-office transactional fulfillment.
• Risk & Control: Maintain high vigilance to identify and escalate operational risks promptly, ensuring full compliance with bank policies, regulatory frameworks, and clean-desk policies.
• Continuous Self-Development
• Participate in structured upskilling programs (digital tools, customer service workshops, product knowledge) and accept additional duties assigned by the Branch Manager to meet branch goals.

Requirements

• Education: Diploma or Degree in Business, Finance, or a related field.
• Digital Fluency: Highly comfortable utilizing digital tools and proactively promoting digital adoption to customers.
• Soft Skills: Strong communication, exceptional interpersonal skills, and a resilient, customer-focused mindset.
• Attributes: Detail-oriented, organized, highly adaptable to changing branch schedules/locations, and committed to continuous learning.
• Good personal grooming
• This role is open to both candidates with no experience and experienced customer service professionals looking to pivot into banking.
• Work Schedule: Required to work on Saturdays based on branch operating hours.
• Working on a Saturday entitles the employee to a day off on a weekday .
• Branch Deployment: Final branch allocation will be officially confirmed on the first day of work . Candidates must remain flexible as periodic rotation across different branches may occur based on business needs.
• Applicants(customer-facing) from the Hospitality/ Hotels, Commercial/ Budget Airlines industries are most welcome to apply
• Please send an updated resume to alfred.lai@paradigmrecruitment.com.sg if you are interested to apply for this position
• Alfred Lai
• EA Reg No: R1545971
• EA License No: 21C0434

Additional Information

Our client is a financial institution and they have many openings for the Branch Customer Service Executive - Banking position The Branch Customer Executive is a hybrid, front-line role designed to bridge traditional branch banking with digital transformation. Operating within a digital-first model, this position requires managing physical over-the-counter transactions while actively educating retail and corporate clients to adopt digital banking solutions.

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